See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,634 | $125,758-16.8% | $169,993-38.4% | $75,163+39.2% |
| Participation rate | 92.7% | 83.6%+9.1pp | 87.0%+5.7pp | 67.2%+25.5pp |
| Annual return | 41.69% | 27.20%+14.5pp | 53.37%-11.7pp | 160.62%-118.9pp |
| Employer contribution / active EE | $1,803 | $4,615-60.9% | $6,785-73.4% | $2,670-32.5% |
| Participant deferral / active EE | $6,688 | $6,837-2.2% | $10,408-35.7% | $4,125+62.1% |
| Admin fee / account holder | $31,156 | $8,173+281.2% | $12,815+143.1% | $5,651+451.3% |